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Vanguard Mid-Cap ETF shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Vanguard Mid-Cap ETF

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All positions including Vanguard Mid-Cap ETF held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 62k 232.64
2023-09-30 $11M 54k 208.24
2023-06-30 $12M 53k 220.16
2023-03-31 $11M 54k 210.92
2022-12-31 $11M 55k 203.81
2022-09-30 $10M 55k 187.98
2022-06-30 $11M 55k 196.97
2022-03-31 $13M 56k 237.84
2021-12-31 $14M 56k 254.77
2021-09-30 $13M 56k 236.76
2021-06-30 $14M 57k 237.34
2021-03-31 $13M 58k 221.34
2020-12-31 $12M 58k 206.77
2020-09-30 $10M 58k 176.27
2020-06-30 $9.8M 60k 163.91
2020-03-31 $8.1M 61k 131.65
2019-12-31 $11M 61k 178.18
2019-09-30 $10M 61k 167.60
2019-06-30 $10M 61k 167.15
2019-03-31 $9.7M 61k 160.75
2018-12-31 $8.3M 60k 138.18
2018-09-30 $9.8M 59k 164.19
2018-06-30 $9.3M 59k 157.64
2018-03-31 $9.1M 59k 154.21
2017-12-31 $9.4M 61k 154.78
2017-09-30 $8.9M 60k 147.01
2017-06-30 $9.2M 65k 142.52
2017-03-31 $9.0M 65k 139.24
2016-12-31 $8.4M 64k 131.64
2016-09-30 $8.0M 62k 129.44
2016-06-30 $7.6M 62k 123.62
2016-03-31 $7.4M 61k 121.22
2015-12-31 $6.5M 55k 120.11
2015-09-30 $6.6M 57k 116.67
2015-06-30 $6.7M 53k 127.43
2015-03-31 $7.0M 53k 132.70
2014-12-31 $6.5M 52k 123.55
2014-09-30 $6.0M 51k 117.31
2014-06-30 $6.2M 53k 118.68
2014-03-31 $6.0M 52k 113.57
2013-12-31 $6.1M 56k 110.02
2013-09-30 $5.7M 56k 102.49
2013-06-30 $5.3M 56k 95.15
2013-03-31 $5.3M 57k 92.89
2012-12-31 $4.9M 60k 82.44
2012-09-30 $4.9M 60k 81.15
2012-06-30 $4.5M 59k 77.21
2012-03-31 $5.4M 66k 81.59
2011-12-31 $4.7M 65k 71.94

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Bank of America Corporation
Creative Planning
HPM Partners
UBS Group
Raymond James & Associates
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Raymond James Financial Services Advisors
Bank of New York Mellon
Natixis Asset Management Advisors
Royal Bank of Canada
JMG Financial Group
Hanson McClain Advisors

View all funds holding Vanguard Mid-Cap ETF